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Bryan Michael Gray

Director Of Financial PlanningOak Crest Advisory, LLCCRD 6731132

About Bryan Michael Gray

Bryan Michael Gray is listed as Director Of Financial Planning at Oak Crest Advisory, LLC in Rochester, NY. Form ADV reports a beneficial ownership band of Under 5%. Bryan Michael Gray is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Oak Crest Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bryan Michael Gray work?

Bryan Michael Gray is listed as Director Of Financial Planning at Oak Crest Advisory, LLC on SEC Form ADV.

How much of Oak Crest Advisory, LLC does Bryan Michael Gray own?

Form ADV reports a beneficial ownership band of Under 5%.

Oak Crest Advisory, LLC

TitleDirector Of Financial Planning
OwnershipUnder 5%
Control personYes
Since2019
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Oak Crest Advisory, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2024
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